Tata Equity P/E Fund Direct Reinvestment Trigger B (10%)of Income Distribution cum Capital Withdrawa

equity

RETURNS (5 YEARS) 24.36%
RETURNS (5 YEARS) 24.36%
NAV ₹139.14
Sub-Type value contra
Rating
  • Overview
  • Holdings
  • Manager

Returns

Timeframe
Fund(%)
1M
-1.59%
3M
2.89%
6M
17.21%
1Y
49.66%
3Y
22.43%
5Y
24.36%

Fund Essentials

  • 01 Jan 2013

    Fund Started

  • ₹9173.11 Cr

    AUM Fund Size

  • 0.80%

    Expense Ratio

  • ₹1000

    Min SIP Amount

  • Very High

    Fund Risk

  • 1.0% if redeemed within 0-12 months

    0% if redeemed after 12 months

    Exit Load

Top 10 Holdings

  • 7.0%
  • 5.19%
  • 4.04%
  • 4.0%
  • 3.97%
  • 3.56%
  • 3.51%
  • 3.19%
  • 3.16%
  • 3.12%
  • Sonam Udasi

    Manager

  • Amey Sathe

    Manager

  • SIP (monthly)
  • One-Time
Minimum amount to be invested is ₹1000
Risk-o-meter
Very High